In partnership with
🔧 FEATURED TOOL: Prime Meridian
Free AI‑native tax filing platform with no hidden fees, covering W‑2s, K‑1s, and multistate returns.
Why it matters: Backed by former IRS Commissioner Danny Werfel, it fills the gap left by Direct File's shutdown and challenges Intuit/H&R Block with a truly free option.
Catch: Designed for individuals, not pros—yet clients may already be asking.
My take: The first credible free filing competitor in years. Know its features before clients switch on their own. Read more →
88% resolved. 22% loyal. Your stack has a problem.
Those numbers aren't a CX issue — they're a design issue. Gladly's 2026 Customer Expectations Report breaks down exactly where AI-powered service loses customers, and what the architecture of loyalty-driven CX actually looks like.
📰 QUICK HITS
IRS Flags AI Voice Scams — AI‑powered phone scams mimic IRS agents. Why it matters: Clients risk handing over sensitive data—tighten verification protocols now. See IRS guidance →
Crypto Clients Risk $14,500 Overpayments — Form 1099‑DA gaps inflate taxable gains. Why it matters: Manual reconciliation won't scale; AI cross‑checking is now essential. Read more →
AI Billing Tension — Big firms cut 30–50% of routine hours. Why it matters: Smaller firms can win by shifting to fixed‑fee/value pricing before clients demand it. Learn more →
RightRev Launches Revi AI — Automates revenue recognition and ASC 606 compliance. Why it matters: SaaS clients save days at close with built‑in audit trails. See details →
💡 QUICK TIP: The Crypto Check
Always cross‑check 1099‑DA figures against raw transaction history. Tools like Koinly or CoinTracker automate reconciliation in minutes—potentially saving clients $14,500+.
That's it for this week. Stay sharp—clients count on you to outpace both scammers and competitors.
—Alex
1,000+ Proven ChatGPT Prompts That Help You Work 10X Faster
ChatGPT is insanely powerful.
But most people waste 90% of its potential by using it like Google.
These 1,000+ proven ChatGPT prompts fix that and help you work 10X faster.
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1,000+ ready-to-use prompts to solve problems in minutes instead of hours—tested & used by 1M+ professionals
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⚠️ HEADS UP
Compliance‑Heavy AI: Intapp's Celeste embeds independence rules and ethical walls into agentic AI—built for professional services firms. See product overview →
📬 Know an accountant drowning in manual bookkeeping? Forward this.